Dear All ,
while in Sales Model if u choose the rule ( User:Own Documents Only ), every think will be fine
except that on Invoice Model , Nothing change ,
So how Can I do the Same Rule in Invoice Model ?
best Regards
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Hi Chris and all
the rule you highlighted is fine and this is related to "sales"; but I have this problem
in the Invoicing if I select
- blank -> the user cannot see the invoicing
- billing -> the user can see the invoicing section but he can see ALL the invoices (even if the invoice_user_id != userid)
- billing administrator -> the user can see the invoicing section and all the invoices
I don't understand how can I set the right permission to allow a user to see "own documents only" about the invoices
thanks in advance
gibi
Should already be Record Rules for this:
But if the Sales User is also in the "Billing" group they are authorized to all journal entries, including invoices created by other users.
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Yes , the Sales User is also in the Billing group , and this is my problem , i want the sales user view only his invoices
You could change that Record Rule so that it applies to the "Accountant" group rather than "Billing", or remove the Billing group from the sales users.